How To Connect To Your Customers, Partners Securely, Privately and Effectively
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The document discusses the paradigm shift in technology and collaboration with customers and partners, emphasizing the need for secure, effective communication tools. It critiques traditional email-based collaboration methods and advocates for a user-driven, collaborative framework that prioritizes ease of use while maintaining security. The author calls for a modern approach to external collaboration that simplifies access and encourages natural interactions, mirroring real-world communication networks.
How To Connect To Your Customers, Partners Securely, Privately and Effectively
- 1. HOW To CONNECT TO Your Customers, PARTNERSSecurely, Privately, EFFECTIVELYAndy Harjantoandy@guppers.com
- 2. Agenda2006-201?: Paradigm shift in Technology, Economy, Social Behaviors
- 3. WAYS TO COLLABORATE TO YOUR CUSTOMERS, PARTNERSTODAY
- 4. The Common Way: Exchanging EMailGestone, LLC SuppliersIT manager has less concern about exposing internal resource to externals Email, Attachment can easily be forwarded to others Limited CollaborationMany 1-1; useful internalsites, docs ,data for externals are readilynot accessible from EmailNo installation, justknow other’s email addressis sufficient
- 5. Make External As Users in CompanyGestone, LLC - EmployeesSuppliers, Customers, Vendors, ContractorsDocument, MediaCollaborationFile ServerWeb Site…A new server just came onlineIs it secured???I have to secureevery server!!IT Manager
- 6. Make External As Users in Company (Cont’d)Collaboration between Internal and External users are fluid External users feel more as part of the team Security is a big concern, there could be too many servers too manage; One or two servers may not be secured for externalsWhile Internal security attack is hard to mitigate,Letting External into a secure environment can be devastated (e.g sending docs to competitors)Answering a simple question like: “What files, sites Melissa has access to?” is really hard
- 7. Single Sign-On and FederationGestone, LLC - EmployeeSuppliers, Customers, Vendors, ContractorsLogon locallyand access other company’s resources Normal AccessEstablished TrustsSecurity ServicesSecurity ServicesFile ServerDocument, MediaServersWeb Servers
- 8. Single Sign-On and Federation (Cont’d)Good user experience. User only remembers one set of credentials to access many resources in other companies With a new technique called “Claim Based Security”, richer way to express security controls. For example, “Access Allowed for person’s who have VP title” Need to install and maintain new servers (Security Token Services) on both companies. New client software or OS (operating system) may need also be installed Still Resource Based Model, what it means that security audit must go thru each resource. Answering “Who Has What” access is not easy
- 9. Paradigm Shift 2006 – 201? Communicating with Your Customers, PartnersOLD WAYS NEW WAYS Control All Public Access and MessagesEmployees start: Public Relation CompanyBlogs about products, companyLock Access To ExternalsEngaging with customers on Inbound: Little access to company resource
- 10. Outbound: Discuss forums controlled by companyRicher media and Interactivity Conversation MediaMostly Text and DocumentsWhy Today’s Technology Does Not Work?The foundation was built 20+ years ago, focusing primarily on securing a company“Build Me Moat Around My Castle” Designed based on resources first (Files, Site,Server), then build solutions around themBand-Aid ApproachSolution after solution keep piling up basedon this foundation to solve today’s differentrequirements
- 11. So, What We Should Build?The foundation should focus on how teamcollaboratesUser is the primary driver. Activities, status,content creation should be the front andcenter to others No New Standards. We do just fine with the current standards in this new world.JPGIMSMS.PDFEmailHTTPRSS
- 12. What Are The Core Requirements For External Collaboration? Use common tools that we use daily (Email, IM, SMS, Browser). The Following Core Resources Are Good Enough. Seriously, No Need For 10K Software License Anymore Capturing ConversationsUnstructured Data(Doc, Pic, Videos)Structured Data(Database, List)Event/Time ManagementUserActivities
- 13. What Are The Core Requirements For External Collaboration? (Cont’d) IT Manager: Do not compromise security. I MUST be able to lock down the organization securityFor interaction with customers, allow easyaccess to and sharing with social media services
- 14. THE WAYS TO Collaborate WITHYOUR CUSTOMERS, PARTNERSAddressing The Problems and RequirementsTHE NEW WorldEDITION
- 15. Let’s Address Security Concerns, FirstResources are cleanly,clearlyseparated by groupcollaboration unitEngineering Team Group(Gestone LLC, R&D - Internal)Project X Group(Collaborate with Other Companies)
- 16. Finding Who Has What Access Is So EasyFor example: Amy as a Member of Project X has Read Access To All DocumentsRead and Create Access to ListsRead Access To Group CalendarsScoped To this Collaboration UnitProject X Group(Collaborate with Other Companies)Note: Resources may physically resides on different servers; butthe service enforces the access
- 17. Collaborate NaturallyModel Your Digital World From Real WorldMarketingTeam Of DoctorsMarketingTeam Of DoctorsFamilySchool ProjectsFamilySchool Projects
- 18. Collaborate Naturally (Cont’d)Let User Choose How To CommunicateTexting, Mobile EmailEmail,BrowserProject X
- 19. Socially Sharing and Connecting Collaborate Internally within the GroupPush Information PubliclyYour Customers Are Socially Active Online,… Bring The Goods To Their Places
- 20. Example OF User Experience
- 21. A samplecompanyBusinessActivitiesA Personmay belong tomany groupcollaborationunit
- 22. Multiple Channels(Email, IM, Browser)can be usedto access thiscollaborationunit
- 23. It’s up to the user to pick the communication channel appropriate for him for a given collaboration unitfor ranges of time scheduled
- 24. Structured and Unstructured Data For Group Collaboration
- 25. Accesscan also becontrolledwith roles
- 26. Summary The new paradigm shift is happening, while we’re still using technology built 20 years agoNew, simpler and more external facing infrastructure is neededBest way to model in digital world is to replicate in the real worldGroup is the based of collaboration platformsPeople attachment to their gadgets ( mobile phone, iPhone, netbook, Blackberry), less interested in heavy full-feature software.Don’t keep asking customers to come to your site, bring your good news where your customers live digitallyFinally, KeepIt Simple! Collaboration should be effortless and simple. It has been done and perfected thousands of years ago, thanks to our early ancestors.
- 27. Other Related Slide DecksHow To Get Your Team Participating and Collaborating More Effectively Got Plain Old Cell Phone? Let’s Do Interesting Stuff Let’s discuss more on: Linked-in GroupGetting notifications on new articles:Facebook, Twitter
- 28. End OF THE Slide DECKAndy Harjantoandy@guppers.comTwitter: @harjanto